Financial Advisor/ Financial Planner

Overview This is a full-time career opportunity (approximately 40 hours per week) based out of our Prince Georges County financial center in Clinton, MD. Must be available to be scheduled around (no Sundays). Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with...

/ / / Client Service Representative (CSR) **Client Service Representative (CSR)** Our CSRs have four primary areas of responsibility. First, to complete all paperwork with clients. Second, to handle all client service requests. Third, conduct all follow-up meetings to finalize work in process. And, fourth, conduct client annual review meetings. Our CSRs go...

Sampson Regional Medical Center is hiring a Patient Financial Advocate to join the Patient Financial Advocate team. Description: The selected applicant will be responsible for a variety of Financial Advocate tasks relating to customer service, Charity or Medicaid application follow-up, assisting with payment plan options and processing patient payments....

Job DescriptionJob DescriptionSampson Regional Medical Center is hiring a Patient Financial Advocate to join the Patient Financial Advocate team.Description:The selected applicant will be responsible for a variety of Financial Advocate tasks relating to customer service, Charity or Medicaid application follow-up, assisting with payment plan options and...

Job Description Job description: Senior Operations Financial AnalystClinton, IA (relocation assistance offered)Competitive Pay, 10% Bonus, 401K MatchFortune 500 Global ManufacturerImmediate need for a Senior Operations Financial Analyst for an established and growing global manufacturing company. This company is in a growth phase and this person will become...

Job DescriptionJob DescriptionOur client is looking for a Senior Operations Financial Analyst for an established and growing global manufacturing company. This company is in a growth phase and this person will become a pivotal player in advancing the manufacturing finance function at the location. In this role, you'll collaborate with cross-functional...

Job DescriptionJob DescriptionFinancial Services company looking for part time help with some prior experience in the field.Responsibilities:Draft correspondences and other formal documentsPlan and schedule appointments and eventsGreet and assist onsite guestsAnswer inbound telephone callsDevelop and implement organized filing systemsPerform all other office...

Our client is looking for a Senior Operations Financial Analyst for an established and growing global manufacturing company. This company is in a growth phase and this person will become a pivotal player in advancing the manufacturing finance function at the location. In this role, you'll collaborate with cross-functional teams, employing comprehensive...

Job DescriptionJob DescriptionThe Clark Agency of Symmetry Financial is looking for an administrative assistant to join our team. This person will work to support the daily operations of the agency. The ideal candidate is a high-energy individual with excellent organizational skills, a strong attention to detail and the ability to communicate effectively in...

Our client, a largely successful multi-state family-owned business, is seeking a talented Senior Accountant to join their team! As a Senior Accountant, you will play a crucial role in ensuring the accuracy and integrity of our client's financial records while contributing to the overall success of their organization. Offering: HYBRID flexibility - only...

OverviewAre you a people person? Be a First Citizens person. Join our branch team and make a difference.The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit...

Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...

Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. ?Schwab’s branch team is at the heart of our firm’s commitment to?helping clients own their financial futures....

Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

Value Proposition: Our values define us and our inspires us to Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our  We champion a culture of and . We promote a digitally enabled work environment to continuously enhance the experience of our...

Seeking experienced Senior Accountant Consultants for clients in the Macomb County, MI area to be engaged on an interim basis. As a Senior Accountant consultant, specific role(s) with clients and position responsibilities will vary from engagement to engagement. For individuals with correlating experience, please reply to this Senior Accountant consultant...

Seeking experienced Senior Accountant Consultants for clients in the Macomb County, MI area to be engaged on an interim basis. As a Senior Accountant consultant, specific role(s) with clients and position responsibilities will vary from engagement to engagement. For individuals with correlating experience, please reply to this Senior Accountant consultant...

Job DescriptionJob DescriptionJob Description:We are seeking an experienced Dealership Assistant Office Manager with strong accounting and management experience. Automotive industry experience a HUGE plus! This is the perfect opportunity for an experienced accounting professional who wants to push their career to the next level.  This position consults and...

Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...